Nuveen Ca Amt-FR MuniXNCMX
13F holders, Q3 2024 (September 30)67holders +3
5new positions
2sold out
$13.59avg. 13F price*
At the end of Q3 2024, 67 institutions reported holding Nuveen Ca Amt-FR Muni Inc. (XNCMX) in their 13F filings, up 3 from Q2 2024. 5 opened new positions and 2 sold out. The largest holders were Morgan Stanley ($30.3M), Guggenheim Capital LLC ($15.5M) and Advisors Asset Management, Inc. ($6.6M).
- Company
- Nuveen Ca Amt-FR Muni Inc.
- CUSIP
- 670651108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 2 | $847K |
All 13F filers, Q2 2024 → Q3 2024: 594,042 shares bought and 260,218 shares sold, net +333,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Morgan Stanley | 0.00% | Add +6.9% | 2,226,626 | $30.3M |
| Guggenheim Capital LLC | 0.11% | Add +5.1% | 1,141,235 | $15.5M |
| Advisors Asset Management, Inc. | 0.12% | Add +6.0% | 483,505 | $6.6M |
| Hennion & Walsh Asset Management, Inc. | 0.29% | Reduce -3.4% | 454,347 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +3.4% | 352,151 | $4.8M |
| Fiera Capital Corp | 0.01% | Reduce -4.6% | 267,529 | $3.6M |
| Regatta Capital Group, LLC | 0.56% | Reduce -1.1% | 213,205 | $2.9M |
| UBS Group AG | 0.00% | Add +21.8% | 211,045 | $2.9M |
| Leisure Capital Management | 1.02% | Reduce -2.7% | 175,988 | $2.4M |
| Mariner, LLC | 0.00% | Add +18.3% | 175,614 | $2.4M |
| LPL Financial LLC | 0.00% | Add +18.5% | 164,036 | $2.2M |
| Evoke Wealth, LLC | 0.06% | Add +603.2% | 149,869 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.7% | 102,541 | $1.4M |
| Blue Zone Wealth Advisors, LLC | 0.42% | Reduce -31.8% | 99,907 | $1.4M |
| Napa Wealth Management | 0.64% | Add +43.0% | 99,198 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Add +9.4% | 91,063 | $1.2M |
| AQR Arbitrage LLC | 0.05% | Reduce -50.8% | 85,458 | $1.2M |
| Myecfo, LLC | 0.54% | Reduce -4.4% | 73,438 | $998K |
| MKT Advisors LLC | 0.46% | Add +0.1% | 71,643 | $979K |
| Allianz Asset Management GmbH | 0.00% | No change | 70,100 | $953K |
| Raymond James & Associates | 0.00% | Reduce -5.6% | 68,879 | $936K |
| Rareview Capital LLC | 0.66% | No change | 64,913 | $882K |
| Apriem Advisors | 0.09% | Reduce -1.4% | 55,639 | $756K |
| Bridgewealth Advisory Group, LLC | 0.21% | New | 42,132 | $573K |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 39,588 | $538K |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 38,267 | $520K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.0% | 36,299 | $493K |
| Cetera Investment Advisers | 0.00% | Add +4.5% | 33,975 | $462K |
| Diligent Investors, LLC | 0.10% | Add +0.3% | 33,116 | $450K |
| Pacific Wealth Strategies Group, Inc. | 0.30% | Reduce -8.1% | 30,149 | $410K |
| Cerity Partners LLC | 0.00% | Add +33.1% | 29,344 | $399K |
| Lazari Capital Management, Inc. | 0.17% | No change | 28,761 | $391K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -0.4% | 25,994 | $353K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +0.0% | 25,240 | $341K |
| Strait & Sound Wealth Management LLC | 0.15% | No change | 21,968 | $299K |
| Western Wealth Management, LLC | 0.02% | New | 21,220 | $288K |
| Creative Planning | 0.00% | Add +0.4% | 20,969 | $285K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +13.3% | 20,114 | $273K |
| Bank of Montreal | 0.00% | Add +0.8% | 18,639 | $253K |
| Alpha Financial Partners LLC | 0.18% | New | 18,579 | $252K |
| Ehrlich Financial Group | 0.18% | Add +0.3% | 18,579 | $252K |
| Core Wealth Partners LLC | 0.15% | No change | 18,425 | $250K |
| Janney Montgomery Scott LLC | 0.00% | No change | 17,138 | $233K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -18.3% | 17,094 | $232K |
| Perigon Wealth Management, LLC | 0.01% | No change | 16,950 | $230K |
| Snowden Capital Advisors LLC | 0.01% | Add +1.0% | 15,847 | $217K |
| D.A. Davidson & Co. | 0.00% | No change | 15,261 | $207K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 14,504 | $198K |
| Camelot Technology Advisors, Inc. | 0.17% | No change | 14,501 | $197K |
| Mutual Advisors, LLC | 0.01% | No change | 13,984 | $187K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 13,650 | $186K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.6% | 10,688 | $145K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.2% | 10,512 | $143K |
| FLC Capital Advisors | 0.03% | No change | 10,000 | $136K |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.7% | 6,413 | $87K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,722 | $51K |
| Comerica Bank | 0.00% | No change | 3,000 | $41K |
| Allworth Financial LP | 0.00% | No change | 3,000 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 3,000 | $41K |
| UMB Bank, n.a. | 0.00% | No change | 1,161 | $16K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,000 | $14K |
| FNY Investment Advisers, LLC | 0.01% | New | 900 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | Add +295.7% | 823 | $11K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 536 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 334 | $5K |
| Whittier Trust Co. | 0.00% | No change | 200 | $3K |
| Citigroup Inc. | 0.00% | No change | 3 | $41 |
"% of holder's portfolio" is XNCMX's weight in each manager's 13F, not the share of Nuveen Ca Amt-FR Muni Inc. the manager owns.